智通财经APP获悉，中银航空租赁(02588)绩后涨超4%，截至发稿，涨3.88%，报64.25港元，成交额1368.81万港元。
消息面上，3月13日，中银航空租赁公布2024年业绩，经营收入及其他收入总额同比增长3.9%至25.57亿美元，税后净利润创纪录达9.24亿美元，同比增长20.9%；每股收益为1.33美元，末期股息每股0.2670美元。公告称，经营收入及其他收入增长主要源于融资租赁利息收入增加，部分被租赁租金收入减少所抵销。 税后净利润增加主要源于飞机减值拨回及融资租赁利息收入增加，部分被财务费用增加及租赁租金收入减少所抵销。
中金发布研报称，24年中银航空租赁资金成本同比+0.4ppt至4.5%(vs.1H24 4.6%)，边际改善或主因下半年利率下行带动浮动利率负债成本改善。向前看较高的浮动利率负债占比叠加领先信用评级下，该行认为公司在降息周期负债改善或更为显著，建议关注公司当前估值下降息预期波动提供的短期交易机会及ROE修复创造的长期投资价值。
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